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Ben Carlson: Trends That Matter In Asset Management

FYI: Professional investors often focus exclusively on fundamentals. There’s nothing wrong with a focus on fundamentals, per se, but it can be to your detriment if you ignore other factors. Fundamentals can only take you so far because they don’t take into account the human element of the markets. And the human element involves qualitative factors that are hard to put into clean ratios.

How and why people invest in certain ways can have a massive impact on market dynamics and often trump fundamentals (at least for a while). In this piece for Fortune, I looked at some of the most important trends in asset management and how they are impacting the markets.
Regards,
Ted
https://awealthofcommonsense.com/2019/11/trends-that-matter-in-asset-management/?utm_source=Daily+AR&utm_campaign=122bf985ca-RSS_EMAIL_CAMPAIGN&utm_medium=email&utm_term=0_c08a59015d-122bf985ca-144127017
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